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Ecovyst Inc.(ECVT)与National Storage Affiliates Trust(NSA)财务数据对比。点击上方公司名可切换其他公司
Ecovyst Inc.的季度营收约是National Storage Affiliates Trust的1.1倍($199.4M vs $187.0M),Ecovyst Inc.同比增速更快(34.0% vs -1.6%),National Storage Affiliates Trust自由现金流更多($299.8M vs $22.9M),过去两年Ecovyst Inc.的营收复合增速更高(18.7% vs -2.4%)
Ecovyst Inc.是一家全球可持续特种材料供应商,主营高性能催化剂与功能性添加剂的研发、生产,产品服务覆盖工业制造、消费品、环保等核心领域,助力全球客户提升运营效率、降低碳排放。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托,专注于自助仓储资产,在美国数十个州持有、运营及收购自助仓储设施,为居民和商业客户提供安全的存储服务。
ECVT vs NSA — 直观对比
营收规模更大
ECVT
是对方的1.1倍
$187.0M
营收增速更快
ECVT
高出35.6%
-1.6%
自由现金流更多
NSA
多$276.9M
$22.9M
两年增速更快
ECVT
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $199.4M | $187.0M |
| 净利润 | — | $22.9M |
| 毛利率 | 23.4% | 72.5% |
| 营业利润率 | 10.9% | 20.2% |
| 净利率 | — | 12.2% |
| 营收同比 | 34.0% | -1.6% |
| 净利润同比 | — | 36.8% |
| 每股收益(稀释后) | $0.06 | $0.23 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
ECVT
NSA
| Q4 25 | $199.4M | $187.0M | ||
| Q3 25 | $204.9M | $188.7M | ||
| Q2 25 | $176.1M | $188.8M | ||
| Q1 25 | $143.1M | $188.4M | ||
| Q4 24 | $148.9M | $190.1M | ||
| Q3 24 | $153.9M | $193.6M | ||
| Q2 24 | $154.0M | $190.4M | ||
| Q1 24 | $141.6M | $196.1M |
净利润
ECVT
NSA
| Q4 25 | — | $22.9M | ||
| Q3 25 | $-79.3M | $18.4M | ||
| Q2 25 | $6.0M | $19.5M | ||
| Q1 25 | $-3.6M | $13.0M | ||
| Q4 24 | — | $16.7M | ||
| Q3 24 | $14.3M | $18.7M | ||
| Q2 24 | $8.3M | $17.1M | ||
| Q1 24 | $1.2M | $59.0M |
毛利率
ECVT
NSA
| Q4 25 | 23.4% | 72.5% | ||
| Q3 25 | 25.4% | 70.7% | ||
| Q2 25 | 22.8% | 70.5% | ||
| Q1 25 | 13.3% | 70.7% | ||
| Q4 24 | 28.9% | 72.5% | ||
| Q3 24 | 29.3% | 72.8% | ||
| Q2 24 | 27.3% | 72.6% | ||
| Q1 24 | 23.5% | 72.1% |
营业利润率
ECVT
NSA
| Q4 25 | 10.9% | 20.2% | ||
| Q3 25 | 13.8% | 15.8% | ||
| Q2 25 | 9.0% | 16.5% | ||
| Q1 25 | -0.7% | 11.0% | ||
| Q4 24 | 15.1% | 14.5% | ||
| Q3 24 | 17.9% | 15.8% | ||
| Q2 24 | 14.1% | 17.2% | ||
| Q1 24 | 9.5% | 48.9% |
净利率
ECVT
NSA
| Q4 25 | — | 12.2% | ||
| Q3 25 | -38.7% | 9.8% | ||
| Q2 25 | 3.4% | 10.3% | ||
| Q1 25 | -2.5% | 6.9% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | 9.3% | 9.7% | ||
| Q2 24 | 5.4% | 9.0% | ||
| Q1 24 | 0.9% | 30.1% |
每股收益(稀释后)
ECVT
NSA
| Q4 25 | $0.06 | $0.23 | ||
| Q3 25 | $-0.69 | $0.17 | ||
| Q2 25 | $0.05 | $0.19 | ||
| Q1 25 | $-0.03 | $0.10 | ||
| Q4 24 | $-0.26 | $0.19 | ||
| Q3 24 | $0.12 | $0.18 | ||
| Q2 24 | $0.07 | $0.16 | ||
| Q1 24 | $0.01 | $0.65 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $197.2M | $23.3M |
| 总债务越低越好 | $392.6M | — |
| 股东权益账面价值 | $603.4M | $946.0M |
| 总资产 | $1.3B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势,按日历期对齐
现金及短期投资
ECVT
NSA
| Q4 25 | $197.2M | $23.3M | ||
| Q3 25 | $82.0M | $26.3M | ||
| Q2 25 | $69.6M | $26.1M | ||
| Q1 25 | $127.5M | $19.3M | ||
| Q4 24 | $131.4M | $50.4M | ||
| Q3 24 | $123.5M | $69.9M | ||
| Q2 24 | $83.3M | $59.0M | ||
| Q1 24 | $103.1M | $64.2M |
总债务
ECVT
NSA
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | — | ||
| Q2 25 | $856.6M | — | ||
| Q1 25 | $859.0M | — | ||
| Q4 24 | $860.8M | — | ||
| Q3 24 | $862.7M | — | ||
| Q2 24 | $862.4M | — | ||
| Q1 24 | $866.2M | — |
股东权益
ECVT
NSA
| Q4 25 | $603.4M | $946.0M | ||
| Q3 25 | $607.9M | $973.1M | ||
| Q2 25 | $692.4M | $1.0B | ||
| Q1 25 | $698.7M | $1.0B | ||
| Q4 24 | $700.5M | $1.1B | ||
| Q3 24 | $729.4M | $986.9M | ||
| Q2 24 | $717.3M | $1.2B | ||
| Q1 24 | $711.4M | $1.3B |
总资产
ECVT
NSA
| Q4 25 | $1.3B | $5.1B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $1.8B | $5.2B | ||
| Q1 25 | $1.8B | $5.3B | ||
| Q4 24 | $1.8B | $5.4B | ||
| Q3 24 | $1.8B | $5.4B | ||
| Q2 24 | $1.8B | $5.3B | ||
| Q1 24 | $1.8B | $5.4B |
负债/权益比
ECVT
NSA
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.22× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $41.8M | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $299.8M |
| 自由现金流率自由现金流/营收 | 11.5% | 160.3% |
| 资本支出强度资本支出/营收 | 9.4% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 14.79× |
| 过去12个月自由现金流最近4个季度 | $69.9M | $541.5M |
8季度趋势,按日历期对齐
经营现金流
ECVT
NSA
| Q4 25 | $41.8M | $338.5M | ||
| Q3 25 | $55.3M | $100.2M | ||
| Q2 25 | $33.0M | $79.9M | ||
| Q1 25 | $10.3M | $85.6M | ||
| Q4 24 | $43.5M | $363.1M | ||
| Q3 24 | $59.9M | $105.7M | ||
| Q2 24 | $10.0M | $83.2M | ||
| Q1 24 | $36.5M | $94.0M |
自由现金流
ECVT
NSA
| Q4 25 | $22.9M | $299.8M | ||
| Q3 25 | $53.2M | $88.0M | ||
| Q2 25 | $7.8M | $73.8M | ||
| Q1 25 | $-14.0M | $79.9M | ||
| Q4 24 | $30.9M | $344.4M | ||
| Q3 24 | $53.6M | $101.8M | ||
| Q2 24 | $-9.3M | $79.5M | ||
| Q1 24 | $19.1M | $88.6M |
自由现金流率
ECVT
NSA
| Q4 25 | 11.5% | 160.3% | ||
| Q3 25 | 26.0% | 46.6% | ||
| Q2 25 | 4.4% | 39.1% | ||
| Q1 25 | -9.8% | 42.4% | ||
| Q4 24 | 20.7% | 181.2% | ||
| Q3 24 | 34.9% | 52.6% | ||
| Q2 24 | -6.1% | 41.7% | ||
| Q1 24 | 13.5% | 45.2% |
资本支出强度
ECVT
NSA
| Q4 25 | 9.4% | 20.7% | ||
| Q3 25 | 1.0% | 6.5% | ||
| Q2 25 | 14.4% | 3.2% | ||
| Q1 25 | 16.9% | 3.0% | ||
| Q4 24 | 8.5% | 9.8% | ||
| Q3 24 | 4.1% | 2.0% | ||
| Q2 24 | 12.5% | 1.9% | ||
| Q1 24 | 12.3% | 2.7% |
现金转化率
ECVT
NSA
| Q4 25 | — | 14.79× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | 5.52× | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | — | 21.70× | ||
| Q3 24 | 4.21× | 5.65× | ||
| Q2 24 | 1.20× | 4.88× | ||
| Q1 24 | 29.90× | 1.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
NSA
暂无分部数据